Market Performance - The Shanghai and Shenzhen stock markets opened higher on October 15, with all major indices showing significant gains by the close of trading [1] - The Shanghai Composite Index closed at 3912.21 points, up 1.22%, with a trading volume of approximately 961.6 billion [1] - The Shenzhen Component Index closed at 13118.75 points, up 1.73%, with a trading volume of about 1111.3 billion [1] - The ChiNext Index closed at 3025.87 points, up 2.36%, with a trading volume of around 491.8 billion [1] Sector Performance - Engineering machinery and pharmaceutical stocks led the gains, with significant increases in daily chemical, PEEK materials, communication equipment, components, high-speed charging, and electrical equipment sectors [1] - The rise in pharmaceutical stocks positively impacted sub-sectors such as immunotherapy, innovative drugs, generic drugs, chemical pharmaceuticals, NMN concepts, and CRO concepts [1] - Conversely, sectors such as seed industry, military trade concepts, and port shipping experienced notable declines [1] Institutional Insights - According to Jifeng Investment Advisory, the A-share market is entering a strong phase due to a series of counter-cyclical adjustment policies, with a focus on sectors like semiconductors, consumer electronics, artificial intelligence, robotics, and low-altitude economy for mid-term investment opportunities [2] - Yin Hua Fund noted that while the recent escalation in China-US trade tensions may cause short-term disturbances in the A-share market, the long-term outlook remains optimistic, with a low probability of actual threats materializing [2] Corporate Engagement - On October 15, China's Minister of Industry and Information Technology, Li Lecheng, met with Apple CEO Tim Cook to discuss Apple's business development in China and enhance cooperation in the electronic information sector [3] - Li emphasized China's vast market potential and commitment to high-level opening-up, encouraging Apple to deepen its investment and collaboration within China's industrial chain [3] - Cook expressed gratitude for the support from the Chinese government and reaffirmed Apple's commitment to increasing investment and cooperation in China [3] Policy Developments - The Shanghai Municipal Development and Reform Commission released the construction plan for the second batch of Shanghai Free Trade Zone Innovation Zones, designating eight key areas and five national economic and technological development zones for innovation [4]
收评：主要股指均显著上涨 沪指再上3900点 工程机械股和医药医疗股整体涨幅靠前
Xin Hua Cai Jing·2025-10-15 07:55